## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/za/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I create a sales person?

You can create a sales person, by following the below steps:

*   Go to **Customers** tab, choose a customer and then click on **New Subscription**.
*   Under the **Subscription Term**, go to **Sales Person**.
*   Type to add a Sales Person.

### Display the salesperson’s name on invoices

You can display the salesperson’s name on the invoice PDF in two ways:

**Option 1: Show in All PDFs via Field Customization**

*   Go to **Settings** and select **Invoices** under _Sales_.
*   Click the **Field Customization** tab.
*   Find the **Sales person** field in the list.
*   Check that the **Show in All PDFs** column is set to **Yes**. If not, click the field to edit it and enable the option.

**Option 2: Enable Salesperson in PDF Template**

*   Go to **Settings** and select **PDF Templates** under _Customization_.
*   Select the invoice template you want to edit and click **Edit**.
*   Click **Transaction Details** from the left panel.
*   Under _Document Information_, check the **Salesperson** checkbox.
*   Click **Save**.

The salesperson’s name will now appear on the invoice PDF sent to your customers.

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